Wealth Building Coach

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Baltimore, MD, US

10 days ago Requisition

Salary Range: $60,000.00 To $63,000.00 Annually

The Baltimore Regional Housing Partnership (BRHP), which operates the Baltimore Housing Mobility Program, is a 501(c)(3) that assists over 4,000 qualified families in moving from areas of concentrated poverty and obtaining quality and affordable housing in communities with strong schools, low crime, and ample job opportunities in high opportunity areas within Baltimore City and Anne Arundel, Baltimore, Carroll, Harford, and Howard Counties.

BRHP seeks a Wealth Building Coach that cares about providing the best services to low-income families, is mission driven & results oriented and is able to deliver sound financial coaching and guidance to our families enrolled in the Growing Assets and Income (GAIN) program. The Wealth Building Coach supports families to set and reach financial goals including budgeting, increasing income, building credit, buying a home, starting a business, pursuing postsecondary education and saving for children’s education.

The below statements are intended to describe the general nature and scope of work for the Wealth Building Coach position. This is not a complete listing of all responsibilities, duties, or skills required.

• Help develop, maintain, and adhere to standard operating procedures of the GAIN program
• Proactively enroll clients in the GAIN program to ensure annual targets are met
• Counsel clients to set goals and to establish shorter-term action steps to help reach those larger goals
• Be a partner, a champion, and a support to clients throughout their journey in the program
• Provide regular status updates of proactive outreach to participants enrolled in GAIN program
• Update client tracking in computer systems like Yardi and Share Point
• Respond timely to client inquiries
• Provide ongoing, customized one-on-one financial coaching and guidance to clients across five core areas: income growth, credit, debt, savings, and long-term asset building
• Provide referrals for resources and services to help clients reach their goals
• Record client information and progress data precisely, accurately, and on time, with a rigorous dedication to confidentiality and data security protocols
• Organize peer‑to‑peer events for GAIN participants
• Develop content for the quarterly GAIN newsletter
• Communicate with external partners to verify completion of action steps
• Maintain knowledge about basic elements of the organization’s FSS program
• Perform other duties as assigned

• Honesty and integrity
• Professional behavior and respect for colleagues, families and external partners
• Collaborative, supportive approach to work, open‑minded to learning new processes with an ability to manage change
• Strong work ethic
• Ability to work in a fast‑paced, team environment
• Experience working with a diverse population
• Business casual dress

• Ability to gain thorough knowledge of BRHP’s policies and procedures
• Interest in learning about personal finance and consumer issues, particularly those relating to families with low income
• Cultural humility with an openness to and respect for others’ cultures, identities, and lived experiences
• Strong interpersonal skills. Demonstrated ability to establish and build strong, trusting partnerships with clients
• Excellent organizational skills. Detail‑oriented with the ability to complete work accurately and efficiently while handling multiple projects
• Excellent written and verbal communication skills, including ability to explain complex information in plain language
• Strong judgment, reasoning, and time management
• Ability to respect privacy and confidentiality of client information and files

• Bachelor’s Degree in Finance, Accounting, Business Administration, Social Work, Sociology or comparable education with at least 3 years of work experience
• Experience working with low‑income families and communities
• Experience providing…